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Andrew Mach

New York

Social video for @business + @bbgoriginals. Formerly CNN, ABC, PBS, NBC. 🌭 Berliner by heart

Articles

  • 4 days ago | seekingalpha.com | Andrew Mach

    Apr. 22, 2025 5:53 AM ET, , SummaryCombining assets like Flow Traders and Virtu Financial with the S&P 500 breaks the rule of higher returns requiring higher volatility. Flow Traders and Virtu Financial tend to rise during market crashes, providing both protection and profit through portfolio rebalancing. Backtesting from 2016-2025 shows that portfolios with 20% Virtu or Flow outperform the S&P 500 alone, with lower standard deviations.

  • 1 week ago | seekingalpha.com | Andrew Mach

    Apr. 17, 2025 1:46 AM ET, , , , , , , , , SummaryAlibaba has transformed from an empire builder to a leaner, value-focused company, prioritizing shareholder returns with buybacks and dividends. Despite U.S.-China tensions, Alibaba's diversified ecosystem, low U.S. exposure, and strong balance sheet provide a cushion against potential risks. Alibaba's core e-commerce platforms remain highly profitable, while investments in cloud, AI, and international expansion offer significant growth potential.

  • 1 week ago | seekingalpha.com | Andrew Mach

    Apr. 15, 2025 6:51 AM ET, , , , SummaryLiberty Global's management suggests a $25+ SOTP valuation, but the market values it at $10.5, indicating a disparity in perspectives. Structural separation of debt and rise of "Liberty Services" shift value to HoldCo, while lowering risks. Capex cycles are peaking, with Belgium set for meaningful FCF uplift by 2026.

  • 4 weeks ago | seekingalpha.com | Andrew Mach

    Mar. 28, 2025 10:44 AM ET, , SummarySurge Energy offers a compelling setup with a clean balance sheet, high FCF yield, and no cash taxes expected until 2030. The company remains solid with high-quality assets trading at a depressed valuation. At US$65 WTI, Surge generates a strong 16% FCF yield and a dividend yield of over 8%. Despite its high dividend yield, Surge is not suitable for retirement portfolios due to the risk of dividend cuts in lower oil price scenarios.

  • 1 month ago | businessandamerica.com | Andrew Mach

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Andrew Mach
Andrew Mach @andrewjmach
18 Apr 22

RT @business: Abercrombie & Fitch gets stripped bare in new Netflix documentary https://t.co/ubyL9p7SsJ

Andrew Mach
Andrew Mach @andrewjmach
19 Jan 22

RT @ElizabethElkin: Student journalists! It's time to apply for the Bloomberg Journalism Diversity Program. This is a five-day, all-expense…

Andrew Mach
Andrew Mach @andrewjmach
7 Jan 22

RT @business: How do you improve on a bacon burger? 🍔 Add peanut butter 🥜 https://t.co/ILJvXv5Klg